See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $515,723 | $100,852+411.4% | $90,404+470.5% | $158,922+224.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.31% | 1724.20%-1719.9pp | 1293.02%-1288.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $9,720 | $3,689+163.5% | $3,262+198.0% | $4,761+104.2% |
| Participant deferral / active EE | $17,248 | $4,348+296.7% | $3,963+335.2% | $5,982+188.3% |
| Admin fee / account holder | $5,530 | $6,501-14.9% | $5,611-1.4% | $11,246-50.8% |